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Technology Stocks : General Lithography
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To: Ian@SI who wrote (509)7/27/1997 10:04:00 PM
From: LLCF   of 1305
 
I'd like to reiterate and expand on what Teri S touched on a while back...if you look at any cyclical your valuation ratios look the worst when the stock is bottoming....because there is no P.....because ROE sucks because R is way down cause were at the bottom of the cycle. (No comment on P/book) I'm not commenting on where we are in the cycle...thats the million dollar question I suppose. You can go back as far as you want and look at Ford and Chrysler and see that the bottom in the stocks they have a million P/E (No E) and they top out with like 6 P/E's.

Is that what we see with Semi-Equipment stocks?? Are they truly cyclical stocks?

DAK
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